Setting up Outlook 2007 to use RPC over HTTP for Inside/Outside Laptops

Configure this while you are in the office, connected and logged into the Domain

(You no longer have to use the VPN for Outlook)

(If you are at Home and setting Outlook for the first time Connect to VPN then setup your outlook.

After you setup the Outlook and Configured CRM, disconnect the VPN connection).

Edit Your Outlook 2007 profile

1.Click onThe Start Button and then click Control Panel

2.Click “Mail” icon

3.Click Show Profiles

4.Click your current Profile (in most cases this will be named Outlook)

5.Click properties

6.Click E-mail Accounts

7.Highlight Microsoft Exchange Server

8.Click Change

9.Click More Settings

Click On the Security Tab

  1. Encryption
  2. Should remain checked (Encrypt data between Microsoft Office Outlook and Exchange)
  3. Logon Network Security
  4. Make sure this drop down box states: Negotiate Authentication

Click On the Connection Tab

  1. Click the box next to “Connect to Microsoft Exchange using HTTP” (this will check the box)
  2. Click Exchange Proxy Settings

  1. Set up your Proxy Settings, use Setting 1 first, if that doesn’t work try again with Setting 2

Setting 1

Check the Connect using SSL only

Setting 2

  1. Click Exchange Proxy Settings
  2. Enter in the Proxy Server:

mail.cfent.net

  1. Change the Proxy authentication settings to NTLM Authentication and click OK.
  1. Click OK again to complete the Microsoft Exchange window
  2. Click OK again

Inside/Outside laptop useruse this settings.

Microsoft Exchange Settings window

  1. Click Next

Click Finish

Click Close

Click Close

Click OK

************************************Note*****************************************

You are now ready to reconfigure your CRM connection

And/Or

At this point you can now open Outlook 2007 without the VPN.

Reconfiguring your CRM connection

Click Start

Click All Programs

Click Microsoft Dynamics CRM 4.0

Click Configuration Wizard

Leave the Radio button selected next to Change your configuration

Keep the existing database for the SQL laptop users

Click Next

Select “My Company”

Click Next

In the Intranet address type:

Uncheck the “Use the same….”

External Web address type:

Click Next

If you are at Home and setting up CRM for the first time on your Desktop or Laptop

Select: An online service provider

Web Address:

Click Next

Click Finish

When you open Outlook, you should receive 2 connection boxes. The first one will be for the CRM server, fill in your user name and password

Check the box next to “Remember my password and connect me automatically”

Click OK

Sign into the Exchange server(domain\yourusername) and Network Password.

Click OK

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